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Virtus Investment Partners

242 hedge funds and large institutions have $1.01B invested in Virtus Investment Partners in 2025 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 79 increasing their positions, 87 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

0.01% less ownership

Funds ownership: 80.25%80.24% (-0.01%)

9% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 87

Holders
242
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$12.8M
2 -$8.87M
3 -$5.86M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$5.23M
5
Goldman Sachs
Goldman Sachs
New York
-$4.19M
Name Holding Trade Value Shares
Change
Change in
Stake
JEST
201
JTC Employer Solutions Trustee
Jersey
$5K
PA
202
Parallel Advisors
California
$4.72K
RAM
203
Riggs Asset Management
Pennsylvania
$4.54K
BIG
204
Brooklyn Investment Group
New York
$4.35K
MPWT
205
MassMutual Private Wealth & Trust
Connecticut
$3.99K
PWMG
206
Private Wealth Management Group
New Jersey
$3.27K
PFBT
207
Parkside Financial Bank & Trust
Missouri
$3.27K
AAM
208
Advisors Asset Management
Colorado
$3.08K
EB
209
Eastern Bank
Massachusetts
$2.9K
Jones Financial Companies
210
Jones Financial Companies
Missouri
$2.56K
SWP
211
Strategic Wealth Partners
Ohio
$2.36K
PS
212
Principal Securities
Iowa
$2.18K
SC
213
SouthState Corp
Florida
$2.18K
NB
214
NBT Bank
New York
$2.18K
AGWCA
215
Annis Gardner Whiting Capital Advisors
Florida
$2.18K
WTC
216
WhitTier Trust Company
Nevada
$2K
TSMHT
217
Thurston Springer Miller Herd & Titak
Indiana
$1.81K
MIM
218
MTM Investment Management
South Carolina
$1.63K
TPWA
219
Twin Peaks Wealth Advisors
California
$1.55K
PWMG
220
Prestige Wealth Management Group
New Jersey
$1.27K
SS
221
SBI Securities
Japan
$1.27K
CTB
222
Country Trust Bank
Illinois
$1.27K
HFS
223
Hughes Financial Services
Virginia
$1.14K
RIL
224
Rothschild Investment LLC
Illinois
$1.09K
BFS
225
Bare Financial Services
Pennsylvania
$1.09K